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Posts Tagged ‘529 college savings plan’

Accounts for the Kids: The Full Comparison for Parents and Grandparents 

By kevin | August 3, 2026

A client asked last week which account he should open for his granddaughter, and the answer probably wasn’t what he expected. We told him there isn’t one. There are five, and the right combination depends entirely on what he’s trying…

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529 Plans to Roth IRA – How it Works

By angelicacomahig | January 16, 2024

The SECURE 2.0 Act changes the rules a little bit for someone who is in the middle of retirement planning and wants to help pay for a child’s education using…

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